Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dylan Robert Greene1st Global Capital Corp.AXA Advisors, LLC04-21-2017
Mary K. Setter1st Global Capital Corp.AXA Advisors, LLC06-14-2016
Kevin D Kuebler1st Global Capital Corp.AXA Advisors, LLC$2502-17-2011
Katie H Chung1st Global Capital Corp.AXA Advisors, LLC03-30-2009
Brian Edward GardinerAllied Beacon Partners, Inc.AXA Advisors, LLC03-02-2012
Andre D WilliamsAllied Beacon Partners, Inc.AXA Advisors, LLC01-27-2012
William David PritchardAllstate Financial Services, LLCAXA Advisors, LLC12-20-2018
Robert Irgens BlackAllstate Financial Services, LLCAXA Advisors, LLC11-01-2018
Prasad Sanket OakAllstate Financial Services, LLCAXA Advisors, LLC09-28-2017
Paul Ronald ReedAllstate Financial Services, LLCAXA Advisors, LLC11-22-2016
Richard RuscioAllstate Financial Services, LLCAXA Advisors, LLC08-10-2016
Joseph Douglas VandervortAllstate Financial Services, LLCAXA Advisors, LLC07-28-2016
Mitchell Arthur GurlandAllstate Financial Services, LLCAXA Advisors, LLC08-26-2015
Gayle Ward GruchowAllstate Financial Services, LLCAXA Advisors, LLC06-24-2015
Victor Hugo PradenasAllstate Financial Services, LLCAXA Advisors, LLC11-19-2014
Linda Marie Glantz-MurrayAllstate Financial Services, LLCAXA Advisors, LLC07-14-2014
James Davis TrentAllstate Financial Services, LLCAXA Advisors, LLC06-04-2014
Daniel Barrett JensenAllstate Financial Services, LLCAXA Advisors, LLC04-21-2014
Russell Allen PadgettAllstate Financial Services, LLCAXA Advisors, LLC02-10-2014
Linda Mccormick TaylorAllstate Financial Services, LLCAXA Advisors, LLC11-07-2013
Linda Marie HeckathornAllstate Financial Services, LLCAXA Advisors, LLC06-25-2013
Maria L MoralesAllstate Financial Services, LLCAXA Advisors, LLC05-30-2013
Cynthia Ann WalkerAllstate Financial Services, LLCAXA Advisors, LLC05-15-2013
Reuel Moore Sr.Allstate Financial Services, LLCAXA Advisors, LLC06-21-2011
Kevin James KemakAllstate Financial Services, LLCAXA Advisors, LLC$1002-18-2011
Next Page »

Showing 1 to 25 of 1,892 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry.

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